Ryan Lee, financial advisor Dublin OH
93 score

Ryan Lee

CRD Number: 5364013
Current Firm: Advice And Planning Services

Ryan Lee (CRD# 5364013) is an Investment Advisor Representative working at Advice And Planning Services in Dublin, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Dublin, OH Mar 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Dublin, OH Mar 2014 - Current 2
Td Ameritrade Columbus, OH Jul 2010 - Mar 2014 3
Charles Schwab Bank Chicago, IL Aug 2009 - Jul 2010 < 1
Charles Schwab & Company, Inc. Chicago, IL Nov 2007 - Jul 2010 2
Schwab Retirement Plan Services, Inc. Richfield, OH Jun 2007 - Aug 2009 2
Ohio Northern University Ada, OH Sep 2006 - May 2007 < 1
Ohio Northern University Ada, OH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Ryan W. Lee
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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